Hilltop Wealth Advisors
Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSG, JEPQ, VTEB, IVV, IJR, and represent 59.31% of Hilltop Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHM, VTEB, SCHG, JEPQ, IJR, GOOGL, XLV, TSLA, AAPL, NVDA.
- Started 3 new stock positions in TSLA, GOOGL, BLDP.
- Reduced shares in these 10 stocks: BLV (-$14M), , ESGU, IUSG, MUB, IWR, FENY, ESGD, XJH, IDEV.
- Sold out of its positions in FENY, ISRG, ESGU.
- Hilltop Wealth Advisors was a net seller of stock by $-11M.
- Hilltop Wealth Advisors has $198M in assets under management (AUM), dropping by -7.72%.
- Central Index Key (CIK): 0001786241
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Portfolio Holdings for Hilltop Wealth Advisors
Hilltop Wealth Advisors holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Core S&p Us Gwt (IUSG) | 16.9 | $34M | 240k | 139.35 |
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 11.9 | $24M | 418k | 56.38 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 11.5 | $23M | +7% | 452k | 50.13 |
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Ishares Tr Core S&p500 Etf (IVV) | 10.2 | $20M | 34k | 588.67 |
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Ishares Tr Core S&p Scp Etf (IJR) | 8.8 | $17M | 151k | 115.22 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 5.2 | $10M | +2% | 75k | 137.57 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.1 | $8.1M | 169k | 47.82 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 2.7 | $5.3M | 44k | 121.59 |
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Ishares Tr S&p 500 Val Etf (IVE) | 2.3 | $4.6M | -2% | 24k | 190.88 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.3 | $4.6M | +187% | 165k | 27.71 |
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Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $4.0M | 15k | 264.14 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $3.8M | -3% | 37k | 101.53 |
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Vanguard World Mega Grwth Ind (MGK) | 1.8 | $3.5M | -2% | 10k | 343.41 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $3.2M | 73k | 44.04 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 1.6 | $3.2M | 34k | 92.59 |
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Vanguard World Mega Cap Index (MGC) | 1.5 | $2.9M | 14k | 212.66 |
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International Business Machines (IBM) | 1.1 | $2.3M | -2% | 10k | 219.83 |
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Microsoft Corporation (MSFT) | 1.1 | $2.1M | -6% | 5.1k | 421.48 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.0 | $2.0M | -8% | 27k | 76.14 |
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Ishares Tr Core Msci Intl (IDEV) | 1.0 | $2.0M | -7% | 31k | 64.47 |
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Vanguard World Mega Cap Val Etf (MGV) | 1.0 | $1.9M | 16k | 124.91 |
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Ishares Tr Esg Scrd S&p Mid (XJH) | 0.9 | $1.8M | -9% | 44k | 41.84 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.8M | -10% | 20k | 88.40 |
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Apple (AAPL) | 0.7 | $1.4M | +3% | 5.8k | 250.44 |
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Ishares Tr Esg Aware Msci (ESML) | 0.5 | $1.1M | -9% | 25k | 42.05 |
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Vanguard Index Fds Growth Etf (VUG) | 0.5 | $923k | 2.2k | 410.52 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $904k | +297% | 32k | 27.87 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $739k | -4% | 12k | 62.31 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $728k | 37k | 19.59 |
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Ishares Esg Awr Msci Em (ESGE) | 0.4 | $692k | -10% | 21k | 33.39 |
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NVIDIA Corporation (NVDA) | 0.3 | $664k | +7% | 4.9k | 134.28 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $625k | -5% | 16k | 38.37 |
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Ishares Tr National Mun Etf (MUB) | 0.3 | $522k | -29% | 4.9k | 106.55 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $497k | 7.1k | 70.28 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $360k | 3.3k | 110.25 |
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Amazon (AMZN) | 0.2 | $326k | +12% | 1.5k | 219.46 |
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Ventas (VTR) | 0.1 | $293k | -4% | 5.0k | 58.89 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $292k | -6% | 1.7k | 169.33 |
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Walt Disney Company (DIS) | 0.1 | $266k | 2.4k | 111.35 |
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Meta Platforms Cl A (META) | 0.1 | $261k | +6% | 446.00 | 585.33 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $257k | NEW | 1.4k | 189.30 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $256k | -98% | 3.7k | 68.43 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $253k | -12% | 1.1k | 239.80 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $248k | 921.00 | 269.69 |
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Wal-Mart Stores (WMT) | 0.1 | $243k | -14% | 2.7k | 90.35 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $243k | 451.00 | 538.25 |
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Abbvie (ABBV) | 0.1 | $238k | +3% | 1.3k | 177.70 |
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Abbott Laboratories (ABT) | 0.1 | $238k | 2.1k | 113.11 |
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Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $214k | 3.3k | 65.36 |
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Tesla Motors (TSLA) | 0.1 | $211k | NEW | 521.00 | 404.06 |
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Ballard Pwr Sys (BLDP) | 0.0 | $18k | NEW | 11k | 1.66 |
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Past Filings by Hilltop Wealth Advisors
SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019
- Hilltop Wealth Advisors 2024 Q4 filed Jan. 8, 2025
- Hilltop Wealth Advisors 2024 Q3 filed Oct. 9, 2024
- Hilltop Wealth Advisors 2024 Q2 filed July 3, 2024
- Hilltop Wealth Advisors 2024 Q1 filed April 5, 2024
- Hilltop Wealth Advisors 2023 Q4 filed Jan. 17, 2024
- Hilltop Wealth Advisors 2023 Q3 filed Oct. 16, 2023
- Hilltop Wealth Advisors 2023 Q2 filed July 19, 2023
- Hilltop Wealth Advisors 2023 Q1 filed April 19, 2023
- Hilltop Wealth Advisors 2022 Q4 filed Feb. 2, 2023
- Hilltop Wealth Advisors 2022 Q3 filed Nov. 10, 2022
- Hilltop Wealth Advisors 2022 Q2 filed July 15, 2022
- Hilltop Wealth Advisors 2022 Q1 filed April 19, 2022
- Hilltop Wealth Advisors 2021 Q4 filed Jan. 19, 2022
- Hilltop Wealth Advisors 2021 Q3 filed Oct. 21, 2021
- Hilltop Wealth Advisors 2021 Q2 filed July 12, 2021
- Hilltop Wealth Advisors 2021 Q1 filed April 13, 2021